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Realta Investment Advisors’s IBM IBM Stock Holding History

Realta Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Buy
2,331
+264
+13% +$66.5K 0.2% 107
2026
Q1 		$501K Sell
2,067
-155
-7% -$41.9K 0.17% 128
2025
Q4 		$658K Buy
2,222
+182
+9% +$54.5K 0.22% 101
2025
Q3 		$576K Buy
2,040
+25
+1% +$6.54K 0.19% 103
2025
Q2 		$594K Sell
2,015
-37
-2% -$9.53K 0.23% 89
2025
Q1 		$510K Sell
2,052
-496
-19% -$121K 0.23% 105
2024
Q4 		$567K Buy
2,548
+1,335
+110% +$297K 0.23% 91
2024
Q3 		$285K Sell
1,213
-3,744
-76% -$734K 0.13% 148
2024
Q2 		$857K Buy
4,957
+430
+9% +$74.7K 0.17% 138
2024
Q1 		$864K Sell
4,527
-1,726
-28% -$315K 0.18% 135
2023
Q4 		$1.02M Sell
6,253
-1,676
-21% -$253K 0.23% 109
2023
Q3 		$1.06M Sell
7,929
-540
-6% -$76.8K 0.24% 97
2023
Q2 		$1.13M Sell
8,469
-1,022
-11% -$132K 0.25% 94
2023
Q1 		$1.24M Sell
9,491
-187
-2% -$25K 0.3% 83
2022
Q4 		$1.36M Buy
9,678
+127
+1% +$17.5K 0.33% 69
2022
Q3 		$1.14M Sell
9,551
-119
-1% -$15.6K 0.3% 77
2022
Q2 		$1.36M Buy
9,670
+1,128
+13% +$152K 0.33% 64
2022
Q1 		$1.11M Buy
8,542
+992
+13% +$129K 0.22% 99
2021
Q4 		$1.01M Buy
7,550
+451
+6% +$56.6K 0.22% 109
2021
Q3 		$943K Buy
7,099
+1,129
+19% +$151K 0.22% 114
2021
Q2 		$837K Sell
5,970
-497
-8% -$68K 0.2% 132
2021
Q1 		$824K Sell
6,467
-335
-5% -$40.1K 0.22% 123
2020
Q4 		$819K Buy
6,802
+2,651
+64% +$306K 0.23% 103
2020
Q3 		$483K Buy
4,151
+14
+0.3% +$1.65K 0.16% 152
2020
Q2 		$478K Buy
4,137
+1,050
+34% +$122K 0.16% 172
2020
Q1 		$327K Sell
3,087
-1,328
-30% -$168K 0.14% 196
2019
Q4 		$570K Sell
4,415
-1,246
-22% -$162K 0.16% 167
2019
Q3 		$787K Sell
5,661
-2,135
-27% -$288K 0.21% 102
2019
Q2 		$1.03M Buy
7,796
+481
+7% +$63.2K 0.29% 74
2019
Q1 		$989K Buy
+7,315
New +$932K 0.45% 45

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Realta Investment Advisors's IBM Position: Q2 2026 in Review

Realta Investment Advisors increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $66.5K and bringing the position to 2,331 shares worth $655K. The position accounts for 0.2% of the portfolio, ranked #107.

Realta Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.36M in Q2 2022. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Realta Investment Advisors held 2,331 shares of IBM worth $655K as of Q2 2026.
  • Realta Investment Advisors bought 264 IBM shares in Q2 2026, an estimated $66.5K.
  • IBM made up 0.2% of Realta Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Realta Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's IBM position peaked at $1.36M in Q2 2022.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.